Sws Partners Reduced Holdings in Q4 2024

Sws Partners

  • $315 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-29.2K
- 86.23%
$126.68 - $134.74 $3.7M - $3.93M
4.66K $594K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-30.6K
- 58.18%
$113.92 - $127.38 $3.48M - $3.89M
22K $2.53M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-90.3K
- 77.44%
$32.65 - $33.68 $2.95M - $3.04M
26.3K $861K
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.33K
- 40.29%
$219.66 - $257.62 $951K - $1.11M
6.41K $1.42M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-13.7K
- 75.36%
$67.29 - $73.38 $919K - $1M
4.47K $303K
TPR
Tapestry, Inc.

Consumer Cyclical
-32.7K
- 48.96%
$43.54 - $66.18 $1.42M - $2.16M
34.1K $2.23M
ISRG
Intuitive Surgical Inc

Healthcare
-926
- 41.34%
$471.27 - $550.62 $436K - $510K
1.31K $685K
MLPA
Global X Mlp ETF

ETFs
-8.68K
- 63.26%
$47.44 - $52.61 $412K - $457K
5.04K $249K
VNQ
Vanguard Specialized Funds Van

ETFs
-3.73K
- 47.64%
$87.85 - $98.6 $327K - $367K
4.1K $364K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.88K
- 3.82%
$55.19 - $63.83 $104K - $120K
47.4K $2.66M
UNH
Unitedhealth Group Inc

Healthcare
-33
- 0.85%
$485.52 - $625.25 $16K - $20.6K
3.87K $1.96M
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.33K
- 20.95%
$57.78 - $60.4 $250K - $261K
16.3K $947K
ABBV
Abb Vie Inc.

Healthcare
-35
- 0.24%
$164.99 - $203.87 $5.77K - $7.14K
14.4K $2.57M
MRK
Merck & Co., Inc.

Healthcare
-35
- 0.18%
$96.31 - $114.76 $3.37K - $4.02K
19.6K $1.95M
PFE
Pfizer Inc

Healthcare
-14
- 0.02%
$24.8 - $30.19 $347 - $423
78.9K $2.09M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-900
- 0.98%
$45.38 - $46.88 $40.8K - $42.2K
91K $4.15M
WDAY
Workday, Inc.

Technology
-809
- 13.81%
$233.85 - $279.91 $189K - $226K
5.05K $1.3M
MET
Metlife Inc

Financial Services
-1.18K
- 3.52%
$78.15 - $88.25 $92.4K - $104K
32.4K $2.65M
IXUS
Ishares Tr

ETFs
-457
- 3.63%
$65.95 - $72.56 $30.1K - $33.2K
12.1K $802K
MUB
Ishares National Muni Bond ETF

ETFs
-508
- 1.9%
$105.78 - $108.7 $53.7K - $55.2K
26.2K $2.79M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.49K
- 9.05%
$26.63 - $30.23 $39.7K - $45.1K
15K $399K
MBB
Ishares Tr

ETFs
-185
- 1.95%
$91.26 - $95.82 $16.9K - $17.7K
9.31K $853K
IDV
Ishares Tr

ETFs
-342
- 2.82%
$27.03 - $29.92 $9.24K - $10.2K
11.8K $322K
PFF
Ishares Trust Ishares Pfd And

ETFs
-378
- 3.14%
$31.23 - $33.51 $11.8K - $12.7K
11.6K $366K
ABT
Abbott Laboratories

Healthcare
-46
- 0.22%
$111.93 - $119.39 $5.15K - $5.49K
20.9K $2.36M
NOW
Service Now, Inc.

Technology
-293
- 16.21%
$867.18 - $1148.42 $254K - $336K
1.52K $1.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7
- -0.0%
$61.68 - $67.87 $432 - $475
204K $12.7M
Smurfit Westrock PLC
-1.22K
- 1.88%
N/A
63.5K $0
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-1
- 0.03%
$72.62 - $77.83 $72.6 - $77.8
3.42K $253K
APH
Amphenol Corp

Technology
-1.25K
- 4.62%
$62.07 - $75.35 $77.8K - $94.4K
25.8K $1.79M
SQ
Block, Inc.

Technology
-7.68K
- 18.72%
$65.06 - $98.92 $499K - $759K
33.3K $2.83M
GOOGL
Alphabet Inc.

Communication Services
-721
- 4.83%
$161.86 - $196.66 $117K - $142K
14.2K $2.69M
JPM
Jpmorgan Chase & CO

Financial Services
-216
- 1.49%
$205.18 - $250.29 $44.3K - $54.1K
14.3K $3.43M
WFC
Wells Fargo & Company

Financial Services
-1.48K
- 3.14%
$54.98 - $77.35 $81.4K - $114K
45.7K $3.21M
NET
Cloudflare, Inc.

Technology
-1.94K
- 6.59%
$78.11 - $117.56 $152K - $228K
27.5K $2.96M
NTRA
Natera, Inc.

Healthcare
-7.14K
- 12.18%
$117.67 - $174.0 $840K - $1.24M
51.5K $8.15M
AMZN
Amazon Com Inc

Consumer Cyclical
-415
- 1.43%
$180.88 - $232.93 $75.1K - $96.7K
28.6K $6.28M
MRVL
Marvell Technology, Inc.

Technology
-4.49K
- 7.73%
$70.31 - $124.78 $316K - $560K
53.6K $5.92M
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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